Core Portfolio 775 vs Diversified Income 120

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Oct 2024.

Judge on

Window

Core Portfolio 775

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

WinnerDiversified Income 120

Medium riskMedium reward

6.7%

yield · $56/mo per $10k

Diversified Income 120 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 775Diversified Income 120Distributions reinvested · hypothetical, fixed weights

Total Return0–2

19.6%

Total Ret.

22.3%

11.9%

CAGR

13.4%

Income3–0

7.3%

Yield

6.7%

$61

Income

$56

1.28

Steadiness

1.28

Principal / NAV0–2

3.9%

NAV

6.6%

-8.6%

Max DD

-8.3%

Risk0–3

3.8

Risk-Adj.

4.5

2.07

Sortino

2.48

8.2%

Volatility

7.9%

2.2

Safety

2.2

Holdings overlap

84% overlap

Core Portfolio 775 only

BIZD 8%SGOV 8%

Shared

FPE 10%AMLP 10%AMRFX 10%ANCFX 10%XPAY 10%BKLN 10%QDVO 9%VRP 8%BIL 8%

Diversified Income 120 only

—

The risk-first read

Diversified Income 120 wins. Core Portfolio 775 dangles a bigger 7.3% headline yield, but after NAV erosion its total return (19.6%) trails Diversified Income 120's 22.3% — and at a higher risk tier (2.2 vs 2.2). The classic yield trap.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.